As a business technology, CRM is fantastic advancement in the world of process management and communications. However, looking at it through the prism of consumer technology there is a noticeable gap that exists between the two.
Looking specifically at the world of search and dynamic data retrieval, there are definitely some things that CRM could stand to gain by borrowing some of the features and functionality in today’s ultra-connected, instant information-and-gratification focused consumer applications (more…)
When it comes to customer service and support, CRM systems are an effective tool to keep businesses organized and their customers happy. Nowadays, businesses can engage with their customers anywhere, anytime, and from any device — instead of just making them wait “on hold” over the phone. (more…)
If your company is planning to move from a legacy CRM system or contact manager to a browser-based CRM solution, you will be forever rid of having to install and maintain CRM-related software on users’ desktops and laptops, right?
Well, not exactly. At many companies where Outlook is the standard email client, a CRM Outlook integration plugin is installed on every user’s computer as part of the CRM rollout. (more…)
CRM partner portal solutions help companies to better communicate and collaborate with their partners.
One common use case for a CRM partner portal is to allow for partners to register leads and to update leads that have been assigned to them. With this use case, a partner portal can serve as “CRM light” for partner end-users. Depending upon what permissions are granted, users can schedule calls, create Opportunities and run reports. (more…)
Email marketing continues to be an important activity for most businesses. With email marketing, businesses can attract new customers and develop new business opportunities with existing customers. Here are some email marketing solutions that are either built into CRM systems, or are applications that are compatible with CRM.
For some great tips on how to be more effective at email marketing, check out these questions and answers from HubSpot’s recent webinar, The Science of Email Marketing.
If your company is new to CRM or there are plans in place to switch from a contact manager to a new CRM system, you may be wondering if you should be using the Leads area of CRM. At first blush, Leads may seem like “one more level my users have to deal with.”
After all, if you’re switching from a contact manager to a CRM system, your users already have to adapt to the idea of separate Account and Contact records. Now they have three places they need to worry about? (more…)